Simple, Easy-to-Use Client Contact Management Tool
February 11, 2020

Simple, Easy-to-Use Client Contact Management Tool

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Close

Close is used exclusively by our intake department for managing our client leads. Our intake department uses it to manage contacts, send bulk emails to potential leads, and take notes regarding their interactions with the potential leads. It organizes and simplifies our communication workflow since the process is all centralized.
  • Organize all contacts with potential leads.
  • Bulk email to simplify communication process.
  • Difficult to understand and build search queries.
  • Positive impact on our turnaround time to responding to leads and engaging them.
  • More clients engaged.
I have not used any alternatives. This was selected based on ease of use, necessary functionality to address our needs, and affordability.
It is useful when you have a lot of contacts and need to organize those potential leads. You can categorize lead by custom labels such as based on their interest level. It is also useful if you have the capabilities of using it in combination with other software so that your leads are automatically added to the system when they complete intake forms. It is also useful if you have contacts across a lot of different contacts and need to have an easy way to remember which contacts are for which projects. It is also useful if you want to send bulk emails quickly and want to synchronize the software with your email. It wouldn't be as useful if you only had a few contacts or a single matter that you were managing.

Close Feature Ratings

Customer data management / contact management
8
Workflow management
7
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
Not Rated
Case management
8
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
10
Task management
7
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
9
Custom objects
Not Rated
Scripting environment
8
API for custom integration
9
Role-based user permissions
Not Rated
Single sign-on capability
8
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
Not Rated